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Conduct the most efficient but valuable research to find the high performing investment opportunities in the global hardware and technology stock market.
The stock market is always changing rapidly, especially in the hardware sector. Thus, spotting your own advantages and finding the right trend is so important. In this Build Projects, you’ll imagine you are an entry level buy-side analyst and develop your own investment ideas. During the process, you will get to know how the hardware supply chain works. You will be able to create and conduct your own investment strategy in the technology stock market.
Learning how to filter the right trends and right companies in the hardware and technology industry, it will help you to narrow down and focus on the appropriate investment targets. To make a high conviction investment idea, it is important to conduct further fundamental research among the supply chains and make your own financial forecast compared to industry peers. You will become familiar with excel and Bloomberg. All this will happen in an environment that simulates the operations of a real investment team.
Enhance the investment sense and filter out the growing market trends.
Build research methods and investment strategies.
Make judgements and forecasts based on qualitative and quantitative research.
Conduct a write-up and make a presentation deck for idea pitch.
Who are we? What are we supposed to learn during the next few weeks? What will be the final delivery looks like?
How does the supply chain flow works? What could be difference and similarities among different applications and industries?
How to see the industry position to impact the finance performance? How to evaluate the market TAM and potential growth?
How to quantify the future trend and competitiveness into your own forecast? How to find the support numbers for reference? Why supply constraints are always important?
What does the market care about? What are the main factors to drive the share price?
How to make a decent model to make your own forecast? What are the main points to make the model?
How to set a bull/base/bear case or make a basket of investments?
Present your findings & opinions to others, both in written and oral form. Submit your final report. Practice being a concise, effective communicator.
Basic understanding of financial statements: what is income statement, cash flow, and balance sheet.
Basic understanding of hardware industry, such as memory, foundry, optical fiber/cable, assembly maker, GPU/CPU, IC design house.
Basic skills of excel and PowerPoint.
Passionate about fundamental research and the stock market.
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